Raymond James announced it has onboarded financial advisors Brian Flader, Michael Flader, and Chris Young to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in Scottsdale, Arizona, as announced by Edward Sudzina, Southwest regional director for RJA.
This team arrives from RBC Capital Markets, where they managed approximately $828 million in client assets. And they are joined by senior client service associates Brittney Beard and Jamie Turner. As Flader & Young Wealth Management of Raymond James, they serve business owners, families, individuals, retirees and pre-retirees as a part of RJA’s Scottsdale branch.
Brian has 30 years of financial services industry experience to his role as portfolio management director and senior vice president of investments. Previously serving at RBC Capital Markets for 16 years, his experience is backed by a bachelor’s degree in business administration from the University of Arizona. Additionally, he holds the Chartered Financial Consultant, Chartered Life Underwriter and the Chartered Retirement Planning CounselorSM professional designations.
Michael, brother to Brian, earned a bachelor’s degree in psychology from the University of Arizona, and started his career in 1997 at UBS before transitioning to RBC Capital Markets. And he brings 27 years of experience to his role as portfolio management director and senior vice president of investments and holds the Retirement Income Certified Professional designation.
With 24 years of experience, Young holds the Chartered Retirement Planning Counselor and CFP certifications in addition to an undergraduate degree from Arizona State University in political science.
KEY QUOTES:
“Transitioning to Raymond James provides us with the technology and independence to create tailored strategies specific to our clients’ unique needs. The client-first culture at the firm, paired with insightful investment research, enhances our ability to navigate complex markets and build personalized, high-performing financial plans. We are excited to have the support of a firm that values the advisor-client relationship, while backed by some of the industry’s best tools and insights to impact our clients’ goals.”
- Brian Flader
“We are excited to welcome Brian, Michael and Chris to Raymond James, where their expertise and dedication to clients will be well-supported by the firm’s dynamic resources. Their high-touch service and performance underscores the firm’s ability to attract top-tier teams who value independence, innovation and a commitment to long-term client success.”
- Edward Sudzina
